Randy Fox

– The Confident Retirement Podcast with Brett Kris Flammang and Mark Picchi Episode Randy Fox

Randy A. Fox is a wealth strategist with big charitable life goals. He is a third-generation entrepreneur, is the founder of Two Hawks Consulting, LLC. He is a nationally known wealth strategist, philanthropic estate planner, educator and speaker. He has dedicated his career to helping individuals, professional advisors, charitable institutions and planned giving organizations “do well while doing good.”

He is also the co-founder of EzCharitable, LLC, an online training resource for professional advisors who wish to expand their capabilities in philanthropic giving. 

Randy has authored hundreds of articles and presentations for attorneys, financial advisors, CPAs and HNW families. He is currently the Editor in Chief of Planned Giving Design Center, a national newsletter and website for philanthropic advisors.

During Randy’s tenure, more than 300 families were served and more than $1 Billion + was directed to philanthropic purposes. He served as director and faculty member of the InKnowVision Institute, which provided professional advisors with the advanced technical and interpersonal tools required to attract and work successfully with high net worth clients.

Listen to this dynamic The Confident Retirement Podcast episode with Randy Fox about Philanthropic Estate Planning. His insights and stories will teach us the benefits of giving to charity. His ideas will compel us to identify what we care about in the world and do something about it, putting money in perspective, what the power of it is and the good it can do. Randy feels that he is called to serve someplace that’s totally underserved, which is potentially so powerful and so much fun for him. He also talks about dealing with high net worth families and clients. 

Here is what to expect on this week’s show:

-How would Randy define Wealth Strategy

-Which type of person or family can most benefit from Philanthropic Estate Planning

-What are the biggest fears or concerns when it comes to philanthropy

-Randy’s first memory and experience with money

-Positive and negative effects of wealth

-Tactics to teach entitled kids to give to charity

-The importance of making meaningful connection with clients

Connect with Randy 

Website: https://www.twohawksconsulting.com/

Guest Contact Info: [email protected]

Twitter: @RandyaFox1

LinkedIn: http://www.linkedin.com/in/randy-fox-cfp%C2%AE-aep%C2%AE-49b32a1

YouTube Channel: https://www.youtube.com/channel/UC9zZu5FQ1WzGtXns1oLawGw

Connect with Kris and Mark

Website: https://www.lpfadvisors.com/

LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

Twitter: @kflammang

#MarkPicchi

Highlights:

[04:16-04:38]

I just always wanted to do what I'm doing. And I pretty much try not to let anything get in my way. It's kind of like I have this vision about how planning should be and I don't see a lot of people doing it the way I like it to be done. And I think to myself, “Well, if I don't do it or if I don't set an example, who will?”

[05:18-05:38]

But when I look at a client matter for another advisor, I try to take the broadest overview possible, and look at all of the parts. So instead of putting a band aid on a wound, I want to know what caused the wound, and how we can prevent the wound from happening in the future. And how we can, you know, make that wound heal and never come back.

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